Intuitive Surgical Inc
ISRG- Exchange
- Nasdaq
- Industry
- Orthopedic, Prosthetic & Surgical Appliances & Supplies
- SEC CIK
- 0001035267
In the last 90 days, Intuitive Surgical Inc insiders filed 0 open-market purchases and 10 sales; 2,261 institutions reported holding it in 13F filings for Q2 2026, worth $121.9B in total; 3 superinvestors hold it, including Coatue Management and D1 Capital Partners.
13F holders, Q3 2021
Institutional positions in Intuitive Surgical Inc as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,375
- +69 vs. Q2 2021
- Shares held
- 106.9M
- +6.22M (+6.2%) vs. Q2 2021
- Total value
- $98.7B
- +$6.15B (+6.6%) vs. Q2 2021
- New holders
- 132
- 562 more added
- Sold out
- 63
- 441 more reduced
17 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ISRG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,261 | $121.9B |
| Q1 2026 | 2,323 | $138.7B |
| Q4 2025 | 2,419 | $173.5B |
| Q3 2025 | 2,115 | $130.4B |
| Q2 2025 | 2,270 | $164.5B |
| Q1 2025 | 2,196 | $149.9B |
| Q4 2024 | 2,135 | $158.9B |
| Q3 2024 | 1,956 | $147.7B |
| Q2 2024 | 1,826 | $135.3B |
| Q1 2024 | 1,743 | $119.5B |
| Q4 2023 | 1,674 | $100.2B |
| Q3 2023 | 1,554 | $86.1B |
| Q2 2023 | 1,558 | $100.9B |
| Q1 2023 | 1,415 | $74.7B |
| Q4 2022 | 1,439 | $77.7B |
| Q3 2022 | 1,310 | $55.1B |
| Q2 2022 | 1,327 | $59.5B |
| Q1 2022 | 1,471 | $90.6B |
| Q4 2021 | 1,534 | $108.0B |
| Q3 2021 | 1,375 | $98.7B |
| Q2 2021 | 1,323 | $93.0B |
| Q1 2021 | 1,262 | $74.2B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Intuitive Surgical Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Associated Banc-Corp | 284 | $282.0K | 0.01% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 283 | $281.0K | 0.08% | +31+12.3% | Added |
| Transcend Wealth Collective, LLC | 806 | $281.0K | 0.03% | +806 | New |
| Integrated Advisors Network LLC | 282 | $280.0K | 0.02% | +6+2.2% | Added |
| West Family Investments, Inc. | 282 | $280.0K | 0.07% | +282 | New |
| Wesbanco Bank Inc | 281 | $279.0K | 0.01% | −2,414−89.6% | Reduced |
| Integrated Investment Consultants, LLC | 281 | $279.0K | 0.08% | +281 | New |
| Great Valley Advisor Group, Inc. | 279 | $277.0K | 0.02% | +279 | New |
| Coastal Investment Advisors, Inc. | 274 | $272.0K | 0.06% | −3−1.1% | Reduced |
| Smith & Howard Wealth Management, LLC | 274 | $272.0K | 0.13% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 273 | $272.0K | 0.02% | 00.0% | Unchanged |
| Americana Partners, LLC | 272 | $270.0K | 0.07% | +272 | New |
| Childress Capital Advisors, LLC | 274 | $269.0K | 0.11% | +15+5.8% | Added |
| Dynamic Technology Lab Private Ltd | 270 | $268.0K | 0.03% | −96−26.2% | Reduced |
| Credit Agricole S A | 802 | $266.0K | 0.01% | −4,865−85.8% | Reduced |
| Holderness Investments Co | 268 | $266.0K | 0.09% | +8+3.1% | Added |
| State of Wyoming | 267 | $265.0K | 0.17% | −41−13.3% | Reduced |
| Aaron Wealth Advisors | 266 | $264.0K | 0.07% | +22+9.0% | Added |
| Bridgefront Capital, LLC | 265 | $263.0K | 0.27% | +265 | New |
| Avidian Wealth Solutions, LLC | 263 | $261.0K | 0.02% | +18+7.3% | Added |
| Mutual Advisors, LLC | 259 | $257.0K | 0.02% | +259 | New |
| Symphony Financial, Ltd. Co. | 258 | $256.0K | 0.09% | −34−11.6% | Reduced |
| Greenline Partners, LLC | 258 | $256.0K | 0.05% | 00.0% | Unchanged |
| People's United Financial, Inc. | 257 | $256.0K | 0.01% | +5+2.0% | Added |
| Exane Derivatives | 257 | $255.5K | 0.06% | −9−3.4% | Reduced |
| Horizon Investments, LLC | 766 | $254.0K | 0.01% | +42+5.8% | Added |
| Magnus Financial Group LLC | 254 | $253.0K | 0.05% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 252 | $251.0K | 0.03% | +18+7.7% | Added |
| Affinity Capital Advisors, LLC | 250 | $249.0K | 0.08% | −1−0.4% | Reduced |
| Fiducient Advisors LLC | 250 | $249.0K | 0.08% | 00.0% | Unchanged |
| Dodge & Cox | 249 | $248.0K | 0.00% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 248 | $247.0K | 0.07% | +5+2.1% | Added |
| Howard Financial Services, Ltd. | 247 | $246.0K | 0.09% | −3−1.2% | Reduced |
| IFG Advisory, LLC | 248 | $246.0K | 0.03% | +15+6.4% | Added |
| Fox Run Management, L.L.C. | 247 | $246.0K | 0.15% | +247 | New |
| Warren Averett Asset Management, LLC | 699 | $245.0K | 0.02% | +466+200.0% | Added |
| QCM Cayman, Ltd. | 246 | $245.0K | 0.67% | +246 | New |
| Tufton Capital Management | 245 | $243.0K | 0.04% | 00.0% | Unchanged |
| Kelly Lawrence W & Associates Inc | 244 | $243.0K | 0.05% | 00.0% | Unchanged |
| Intersect Capital LLC | 243 | $242.0K | 0.04% | +243 | New |
| Legacy Financial Advisors, Inc. | 243 | $242.0K | 0.06% | +243 | New |
| Fieldpoint Private Securities, LLC | 242 | $241.0K | 0.05% | −8−3.2% | Reduced |
| Paragon Wealth Strategies, LLC | 242 | $241.0K | 0.06% | 00.0% | Unchanged |
| Sustainable Insight Capital Management, LLC | 242 | $241.0K | 0.15% | +242 | New |
| Freedman Financial Associates, Inc. | 240 | $239.0K | 0.17% | −24−9.1% | Reduced |
| Prio Wealth Limited Partnership | 240 | $239.0K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 238 | $237.0K | 0.01% | −10−4.0% | Reduced |
| Graypoint LLC | 237 | $236.0K | 0.03% | +237 | New |
| Tdam USA Inc. | 236 | $235.0K | 0.02% | −35−12.9% | Reduced |
| Stock Yards Bank & Trust Co | 236 | $235.0K | 0.01% | 00.0% | Unchanged |
| First Midwest Bank Trust Division | 236 | $235.0K | 0.03% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 236 | $234.0K | 0.17% | +14+6.3% | Added |
| First National Bank of Omaha | 235 | $234.0K | 0.01% | +235 | New |
| Chesapeake Wealth Management | 234 | $233.0K | 0.08% | −25−9.7% | Reduced |
| Wealth Management Partners, LLC | 234 | $233.0K | 0.17% | −1−0.4% | Reduced |
| BT Wealth Management LLC | 234 | $233.0K | 0.07% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 233 | $232.0K | 0.06% | +11+5.0% | Added |
| Point72 Hong Kong Ltd | 233 | $232.0K | 0.02% | +233 | New |
| Pinebridge Investments, L.P. | 231 | $230.0K | 0.00% | −15,265−98.5% | Reduced |
| UMA Financial Services, Inc. | 695 | $230.0K | 0.06% | +695 | New |
| Laird Norton Trust Company, LLC | 231 | $229.0K | 0.02% | +231 | New |
| Capital Wealth Planning, LLC | 229 | $228.0K | 0.01% | −53−18.8% | Reduced |
| Meritage Portfolio Management | 229 | $228.0K | 0.01% | 00.0% | Unchanged |
| Bremer Bank National Association | 228 | $227.0K | 0.04% | −44−16.2% | Reduced |
| TD Private Client Wealth LLC | 228 | $226.7K | 0.01% | +1+0.4% | Added |
| 55I, LLC | 226 | $225.0K | 0.01% | −7−3.0% | Reduced |
| Penobscot Investment Management Company, Inc. | 225 | $224.0K | 0.03% | 00.0% | Unchanged |
| Heritage Way Advisors, LLC | 225 | $224.0K | 0.09% | 00.0% | Unchanged |
| Successful Portfolios LLC | 224 | $223.0K | 0.13% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 224 | $223.0K | 0.02% | +1+0.4% | Added |
| First Affirmative Financial Network | 222 | $221.0K | 0.23% | +222 | New |
| Five Oceans Advisors | 221 | $220.0K | 0.25% | +221 | New |
| Essex Private Wealth Management, LLC | 220 | $219.0K | 0.20% | −35−13.7% | Reduced |
| Hemenway Trust Co LLC | 218 | $217.0K | 0.02% | −2−0.9% | Reduced |
| Foster & Motley Inc | 216 | $215.0K | 0.02% | +216 | New |
| BLB&B Advisors, LLC | 216 | $215.0K | 0.01% | +216 | New |
| Oarsman Capital, Inc. | 216 | $215.0K | 0.09% | +216 | New |
| Latitude Advisors, LLC | 216 | $215.0K | 0.07% | +216 | New |
| Redhawk Wealth Advisors, Inc. | 215 | $214.0K | 0.06% | +215 | New |
| Tradition Wealth Management, LLC | 214 | $213.0K | 0.03% | +10+4.9% | Added |
| Chelsea Counsel Co | 213 | $212.0K | 0.10% | +213 | New |
| Traverso Chambers Private Wealth Management, LLC | 213 | $212.0K | 0.07% | +213 | New |
| Balasa Dinverno & Foltz LLC | 212 | $211.0K | 0.01% | +212 | New |
| Eqis Capital Management, Inc. | 211 | $210.0K | 0.02% | +211 | New |
| Insight Advisors, LLC | 579 | $210.0K | 0.06% | +579 | New |
| Mokosak Advisory Group, LLC | 208 | $208.0K | 0.09% | +208 | New |
| Castle Rock Wealth Management, LLC | 568 | $208.0K | 0.07% | +568 | New |
| Versor Investments LP | 207 | $206.0K | 0.01% | −129−38.4% | Reduced |
| Laffer Tengler Investments | 206 | $204.8K | 0.06% | +206 | New |
| Smithfield Trust Co | 205 | $204.0K | 0.01% | +5+2.5% | Added |
| Trust Co | 204 | $203.0K | 0.05% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 200 | $199.0K | 0.11% | −50−20.0% | Reduced |
| Lenox Wealth Advisors, LLC | 200 | $199.0K | 0.03% | +81+68.1% | Added |
| Zions Bancorporation, N.A. | 198 | $197.0K | 0.02% | −2−1.0% | Reduced |
| NEXT Financial Group, Inc | 196 | $195.0K | 0.02% | +51+35.2% | Added |
| Magellan Asset Management Ltd | 191 | $190.0K | 0.00% | −30−13.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 190 | $189.0K | 0.04% | −3−1.6% | Reduced |
| Cutler Group LP | 182 | $180.0K | 0.01% | +182 | New |
| Vestor Capital, LLC | 170 | $169.0K | 0.02% | +10+6.3% | Added |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 160 | $159.0K | 0.15% | +160 | New |